Ken Griffin’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Ken Griffin’s Portfolio IBTK Stock Details IBTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.66M	Buy	134,892 +77,704	+136%	+$1.54M	﹤0.01%	5501
2025 Q4	$1.13M	Sell	57,188 -34,053	-37%	-$678K	﹤0.01%	7112
2025 Q3	$1.81M	Buy	91,241 +60,515	+197%	+$1.2M	﹤0.01%	6274
2025 Q2	$610K	Sell	30,726 -33,737	-52%	-$662K	﹤0.01%	8161
2025 Q1	$1.27M	Buy	+64,463	New	+$1.25M	﹤0.01%	6425
2024 Q2	–	Sell	-34,531	Closed	-$671K	–	14781
2024 Q1	$671K	Buy	34,531 +19,682	+133%	+$383K	﹤0.01%	7754
2023 Q4	$293K	Buy	+14,849	New	+$283K	﹤0.01%	9205
2023 Q3	–	Sell	-28,800	Closed	-$566K	–	14644
2023 Q2	$566K	Buy	+28,800	New	+$576K	﹤0.01%	7679
2022 Q4	–	Sell	-18,172	Closed	-$356K	–	15123
2022 Q3	$356K	Buy	+18,172	New	+$376K	﹤0.01%	9202
2022 Q1	–	Sell	-34,983	Closed	-$818K	–	14021
2021 Q4	$818K	Sell	34,983 -16,548	-32%	-$386K	﹤0.01%	8434
2021 Q3	$1.21M	Sell	51,531 -25,320	-33%	-$602K	﹤0.01%	7664
2021 Q2	$1.8M	Buy	76,851 +63,818	+490%	+$1.48M	﹤0.01%	6855
2021 Q1	$298K	Sell	13,033 -11,031	-46%	-$259K	﹤0.01%	10872
2020 Q4	$589K	Sell	24,064 -22,867	-49%	-$563K	﹤0.01%	7845
2020 Q3	$1.17M	Buy	+46,931	New	+$1.18M	﹤0.01%	5741

Other funds holding IBTK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ken Griffin's IBTK Position: Q1 2026 in Review

Ken Griffin increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 136% in Q1 2026, buying an estimated $1.54M and bringing the position to 134,892 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #5501.

Ken Griffin first reported a position in IBTK in Q3 2020 and has held it in 15 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

Ken Griffin held 134,892 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $2.66M as of Q1 2026.
Ken Griffin bought 77,704 iShares iBonds Dec 2030 Term Treasury ETF shares in Q1 2026, an estimated $1.54M.
iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #5501 holding.
Ken Griffin first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2020 and has held it in 15 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.